SFY News and Press, SoFi Select 500 From 03/27/23

2023-03-27 12:00:10 ET Summary SoFi Select 500 ETF is a pretty simple value-based exchange-traded fund that focuses on healthcare and technology a little more than the SPY ETF. The expense ratios are substantially higher though than SPY-tracking ETFs. Moreover, there isn't a r...

2023-03-27 08:00:00 ET Summary I don’t think there is a financial reason to withdraw your funds from a small bank, especially if your deposits are below the FDIC limit. The fall in interest rates due to economic growth concerns has seen investors shift back to the assets th...

2023-03-22 12:25:35 ET As per data compiled by S&P Global Market Intelligence, twenty U.S.-listed and based REITs announced increases to their regular dividend payments in February. On an overall basis, this accounts for ~87% of the total dividend hikes over the first two months of ...

2023-03-07 16:18:00 ET Summary When the market first bottomed in the spring of 2020, the initial rally was driven by technology and growth companies. While a slower economy and a less hostile rate environment favor growth, the value differential still tilts toward value. For i...

Summary Classic inflation hedges still play vital roles in inflation-protection strategies. Investing in future-resources equities requires balancing forward-looking optimism with pragmatism. Style-balanced construction would require more trading and rebalancing than a simple cap-we...

Summary US growth stocks were hit hard in last year’s downturn, with the mega-caps accounting for nearly half of the market’s decline. Some mega-caps will retain dominant business positions and may continue to offer attractive investing opportunities. By positioning be...

Summary Readers will be updated on previous articles where I discuss the issues MannKind faces with their business model. I will discuss their planned development of clofazimine and the issues they face. I will discuss the need for MannKind to adopt a new business model. " K...

Summary 2022 was a year where, suddenly, the value style of investing dramatically outperformed the growth style. Sector exposure is a detail useful to help in characterizing different index exposures. The S&P 500 Growth Index added Energy sector exposure due to strong price mom...

Summary We likely experienced peak rates of inflation during the fourth quarter of 2022, and as price increases abate, the coming months may bring the end of the central-bank tightening. However, we believe inflation is likely to remain above the historically low levels experienced duri...

Summary ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. The Appreciation Strategy seeks to balance upside r...